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IBMIBM
21 quarters

Position history for Capital Wealth Planning, LLCCapital Wealth Planning, LLC's holdings in INTERNATIONAL BUSINESS MACHS

Yes. Capital Wealth Planning holds 2,326,916 shares of IBM, worth $654.4M, as of its Q2 2026 13F filing. It reduced the position by 322,963 shares (-12.2%) from Q1 2026. Capital Wealth Planning has held IBM since Q4 2023, across 11 quarterly 13F filings. IBM is 3.3% of Capital Wealth Planning's reported 13F portfolio.

Current Value

$654.4M

Current Shares

2.3M

Total Value Change

+$619.4M

Total Shares Change

+2.1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
2.3M
-12.2%
$654.4M3.3%$279.21
0
2026-Q1
Increased
2.6M
+8.4%
$642.3M3.5%$238.91
63
2025-Q4
Increased
2.4M
+12.2%
$719.4M4.7%$290.30
65
2025-Q3
Decreased
2.2M
-6.1%
$614.4M4.3%$275.01
0
2025-Q2
Increased
2.3M
+9.5%
$683.5M5.4%$285.38
67
2025-Q1
Increased
2.1M
+2.2%
$526.6M4.6%$239.14
59
2024-Q4
Increased
2.1M
+3.9%
$455.7M4.2%$210.02
60
2024-Q3
Increased
2M
+26.4%
$441M4.1%$209.56
71
2024-Q2
Increased
1.6M
+8.8%
$273M2.9%$162.51
58
2024-Q1
Increased
1.5M
+37.2%
$277M3.0%$177.67
69
2023-Q4
New
1.1M
-
$172.9M2.0%$150.80
70
2021-Q3
Exited
0
-100.0%
$00.0%$109.69
0
2021-Q2
Unchanged
2,328
0.0%
$342,0000.0%$114.42
0
2021-Q1
Decreased
2,328
-1.5%
$310,0000.0%$102.87
0
2020-Q4
Increased
2,363
+17.7%
$280,0000.0%$95.89
27
2020-Q3
Decreased
2,008
-12.9%
$244,0000.0%$91.36
0
2020-Q2
Decreased
2,306
-45.8%
$279,0000.0%$89.51
0
2020-Q1
Decreased
4,257
-17.6%
$472,0000.0%$81.13
0
2019-Q4
Decreased
5,168
-98.2%
$693,0000.0%$97.02
0
2019-Q3
Increased
292,735
+15.5%
$39.2M2.5%$104.03
57
2019-Q2
New
253,399
-
$34.9M2.5%$97.50
75

Other major holders of IBM: VANGUARD GROUP INC, BlackRock, Inc.

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